Estate Taxes  
Planning for the orderly transfer of your assets after your death can save important time, money, and grief for your estate and your heirs. One of the largest potential expenses to anticipate is federal estate taxes. This calculator is designed to help you estimate the federal estate taxes that could be due on your estate after you die.
     

What is your current net worth (subtract your total liabilities from your total assets)?

$

At what rate do you expect your net worth to grow? (Keep in mind that certain assets may have a greater potential for growth than others.)

%

For how long (in years) do you want to project the growth of your estate?

Enter the probate and final expenses you expect to pay. (These typically range from 3 percent to 5 percent depending on the size of the estate)

%
 
   
   
National Planning
226 North Broad St., Suite A • Mankato, MN • 56001
Phone: 507-625-1778
Toll Free: 800-669-8101		 • Fax: 507-625-1779
Click Here to Email Us
www.efs-net.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 
EFS Financial Resources, LLC is a Registered Investment Adviser.  Investment Adviser Representatives of EFS Financial Resources, LLC may transact advisory business in a particular state only if first registered, excluded or exempted from investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.  Securities licensed associates of EFS Financial Resources, LLC, are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC.  EFS Financial Resources, LLC and NPC are separate and unrelated companies.

 When you link to any of the web sites provided herewith, you are leaving this site.  EFS and NPC make no representations as to the completeness or accuracy of the information provided at these sites.  Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site.  By clicking on the link you will leave our website and assume total responsibility and risk for your use of the site.


NPC Privacy Policy